Income 2

Interest Received

Please ensure that interest from all bank accounts is included. If you have a joint account only show your share of bank interest.

Do you have any bank accounts?

YesNo

Please write the name of your bank and your share of bank interest for all your bank accounts.

Dividends Received

Did you receive any Dividends ?

YesNo

Please write the name of each company; unfranked dividend; franked dividend; and imputation credit bank for each share holding.

Other Income

Did you receive any other income ?

YesNo

Did you receive income from other sources such as Managed Fund Investments, Partnership or Trust Distributions, Capital Gains or Losses, or Foreign Income? If yes please write a short description and we will discuss this with you.

Other Issues

Did you receive any business or rental property profits or losses ?

YesNo

If you have any profits or losses from businesses or rental properties. Please write a short description here and we will discuss this with you.

Deductions

List all expenses that you have made during the year that you believe may be a tax deduction. If you require more space, please provide further information under the heading : Other Comments. We will contact you in regards to rebates, offsets and other de

Type of Expenditure Amount

Motor Vehicle Expenses

What type of car do you own:

Model:

Engine Capacity (Litres):

Did you keep a logbook?

YesNo

How many km’s did you drive between workplaces?

Other Comments

Travel Expenses

Travel expenses include any travel (apart from car travel) that you have incurred that are related to your employment. If you believe that you are entitled to claim travel expenses, please complete as little or as much of this section as you like and we w

Public Transport

Taxi/Bus/Train

Overseas

Inter-state

Other Comments

Self Education Expenses

In order to claim self education expenses the course must have a connection with your current employment. If you believe that you are entitled to claim Self Education Expenses, please complete as little or as much of this section as you like and we will d

Course Name

Course Fees

Textbooks/Stationery

Internet/Telephone Expenses

Travel Expenses

How many hours do you study from home per week?

Do you drive between work and the place of study?

Professional Development Courses/Seminars

Other Comments

Clothing Expenses

In order to claim uniform expenses, the clothing must be either specific to your occupation such as police uniform; protective in nature; such as mechanics overalls; compulsory such as McDonalds uniform or have some other characteristic that makes it a un

Uniform

Protective Clothing

Laundry

Dry Cleaning

Clothing Alterations

Sun Protection Expenses

Other Comments

Other Expenses

The other expenses section is a catch all category that include a range of deductions. Please cast your eye over the below list and if you believe that you have incurred any of the below expenses for work purposes, please complete as little or as much of

Telephone Home (Please specify % for work usage.)

Telephone Mobile (Please specify % for work usage.)

Internet Expenses (Please specify % for work usage.)

How many hours do you work from home per week?

Stationery

Computer Expenses

Tools/Materials

Meeting Expenses

Briefcase/Luggage

Union Fees/Memberships

Books/Magazines/Journals

Donations

Did you purchase any desks, chairs, bookshelves or other work related items that exceed $500?

Parking/Tolls that you were not reimbursed for Previous Tax Agents Fee’s and Other Professional Fee’s

Other Expenses

Other Comments

Please write any other deductions in the other comment text box above.

Private Health Insurance

Other Offsets and Rebates

Are you entitled to the other offsets such as spouse or dependants, senior or pensioner offset, private health insurance or educational tax refund ?

YesNo

If yes, please summarise

Final Comments

Do you have other comments ?

YesNo

If yes, please summarise

In general a tax deduction is not allowed for driving between home and work unless you satisfy certain criteria. If you believe that you are entitled to claim you car, please complete as little or as much of this section as you like & we will discuss you.